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Wealthcare Advisory Partners’s Zscaler ZS Stock Holding History

Wealthcare Advisory Partners’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,650
Closed -$231K – 1161
2026
Q1 		$231K Sell
1,650
-226
-12% -$40.1K ﹤0.01% 967
2025
Q4 		$422K Sell
1,876
-2,056
-52% -$580K 0.01% 752
2025
Q3 		$1.18M Buy
3,932
+18
+0.5% +$5.13K 0.02% 456
2025
Q2 		$1.23M Sell
3,914
-27
-0.7% -$6.73K 0.03% 430
2025
Q1 		$782K Sell
3,941
-529
-12% -$105K 0.02% 492
2024
Q4 		$806K Buy
4,470
+2,104
+89% +$407K 0.02% 470
2024
Q3 		$404K Sell
2,366
-49
-2% -$8.95K 0.01% 620
2024
Q2 		$464K Sell
2,415
-23
-0.9% -$4.09K 0.01% 553
2024
Q1 		$470K Buy
2,438
+696
+40% +$156K 0.02% 553
2023
Q4 		$386K Sell
1,742
-402
-19% -$74.4K 0.02% 536
2023
Q3 		$334K Sell
2,144
-20
-0.9% -$3K 0.02% 525
2023
Q2 		$317K Buy
+2,164
New +$264K 0.01% 547
2021
Q4 		– Sell
-832
Closed -$218K – 620
2021
Q3 		$218K Buy
+832
New +$209K 0.01% 501
2021
Q2 		– Sell
-645
Closed -$111K – 1923
2021
Q1 		$111K Buy
+645
New +$128K 0.01% 640
2020
Q2 		– Sell
-910
Closed -$55K – 1406
2020
Q1 		$55K Sell
910
-335
-27% -$18.4K 0.01% 495
2019
Q4 		$58K Sell
1,245
-545
-30% -$25.3K 0.01% 520
2019
Q3 		$85K Sell
1,790
-65
-4% -$4.68K 0.01% 430
2019
Q2 		$142K Buy
1,855
+1,155
+165% +$82.3K 0.02% 321
2019
Q1 		$50K Buy
700
+475
+211% +$25.2K 0.01% 468
2018
Q4 		$9K Sell
225
-11,275
-98% -$426K ﹤0.01% 824
2018
Q3 		$469K Buy
+11,500
New +$465K 0.09% 126

Other funds holding ZS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Wealthcare Advisory Partners's ZS Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Zscaler (ZS) in Q2 2026, closing a stake of 1,650 shares — an estimated $231K sold.

Wealthcare Advisory Partners first reported a position in ZS in Q3 2018 and held it in 21 quarters. The position peaked at $1.23M in Q2 2025. 127 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,650 Zscaler shares in Q2 2026, an estimated $231K.
  • Wealthcare Advisory Partners first reported a position in Zscaler in Q3 2018 and held it in 21 quarters.
  • Wealthcare Advisory Partners's Zscaler position peaked at $1.23M in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.